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iShares Morningstar Growth ETF

217 hedge funds and large institutions have $956M invested in iShares Morningstar Growth ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 61 increasing their positions, 75 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

0.45% more ownership

Funds ownership: 53.82%54.27% (+0.45%)

19% less repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 75

Holders
217
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$7.71M
2 +$4.46M
3 +$2.41M
4
EF
Empowered Funds
Pennsylvania
+$1.94M
5
W
Wealthquest
Ohio
+$1.9M

Top Sellers

1 -$10M
2 -$9.18M
3 -$7.82M
4
CT
Clearstead Trust
Maine
-$2.91M
5
Morgan Stanley
Morgan Stanley
New York
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
101
$617K
102
$615K
103
$611K
104
$611K
105
$593K
106
$592K
107
$581K
108
$566K
109
$560K
110
$555K
111
$553K
112
$539K
113
$539K
114
$518K
115
$510K
116
$504K
117
$498K
118
$493K
119
$492K
120
$484K
121
$476K
122
$475K
123
$460K
124
$459K
125
$453K